See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,795 | $52,580+4.2% | $71,671-23.5% | $70,131-21.9% |
| Participation rate | 57.5% | 60.9%-3.4pp | 68.7%-11.3pp | 69.5%-12.1pp |
| Annual return | 14.98% | 20.25%-5.3pp | 20.65%-5.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $261 | $1,616-83.9% | $2,460-89.4% | $2,342-88.9% |
| Participant deferral / active EE | $2,092 | $2,386-12.3% | $3,438-39.2% | $3,332-37.2% |
| Admin fee / account holder | $10 | $3,653-99.7% | $5,558-99.8% | $4,645-99.8% |